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Financial advisors · Florida

Fee-only financial advisors in Sarasota, FL

From SEC and state Form ADV filingsUpdated 2026-11-07

33 fee-only investment advisers have offices in Sarasota, Florida, according to their Form ADV filings with the SEC and state regulators. 18 offer hourly or flat-fee arrangements, 15 charge only a percentage of the assets they manage, and 23 provide financial planning. 16 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 33 of 33

Forza Wealth Management

5605 Marquesas Circle, Sarasota, FL 34233 · (941) 203-3748

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$422M
Individual clients
129
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Cambria Wealth Management

240 S. Pineapple Ave. Suite 204, Sarasota, FL 34236 · (941) 444-1120

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$116M
Individual clients
105
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Wealthgen Advisors, LLC

1239 N Gulfstream Ave. Suite 4, Sarasota, FL 34236 · (941) 706-4151

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$147M
Individual clients
95
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Path Financial, LLC

1990 Main Street #750, Sarasota, FL 34236 · (941) 350-7904

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$40M
Individual clients
46
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Clarity Financial Design

205 N Orange Ave Suite 306, Sarasota, FL 34236 · (407) 494-0593

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$51M
Individual clients
38
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Sage Wealth Consulting, LLC

6151 Lake Osprey Drive Suite 300, Sarasota, FL 34240 · (941) 500-3660

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$12M
Individual clients
32
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Mainland Financial

6151 Lake Osprey DR Suite 300, Sarasota, FL 34240 · (941) 306-3020

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$42M
Individual clients
25
Advisory staff
1
Registered with
CA, FL

Profile · SEC record

Insight Family Financial

8051 N Tamiami Trail Suite E6, Sarasota, FL 34243 · (727) 304-4559

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.8M
Individual clients
23
Advisory staff
1
Registered with
AL, FL, TX

Profile · Website · SEC record

J. L. Bainbridge & Co., Inc.

1582 Main Street, Sarasota, FL 34236 · (941) 365-3435

  • Percentage of assets
  • Financial planning
Assets managed
$1.4B
Individual clients
828
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Sarasota

Another 21 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Sarasota?

Form ADV records how firms charge, not what they charge. Of the 33 firms listed here, 18 offer hourly or flat fees and 32 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Sarasota advisers selected?

Every registered investment adviser with an office in Sarasota that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.